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Chapter 10 - TOOLS TECHNIQUES OF EMPLOYEE BENEFIT AND...

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9th Edition College Course Materials Deanna L. Sharpe, Ph.D., CFP®, CRPC®, CRPS® Associate Professor CFP® Program Director Personal Financial Planning Department University of Missouri-Columbia Please Note : Correct answers for each question are indicated in bold type. After each question, the number of the page containing information relevant to answering the question is given. When a calculation is necessary or the reasoning behind a given answer may be unclear, a brief rationale for the correct answer is also given. Part A: Retirement Planning ERISA and Tax Rules for Qualified Plans Chapter 10: Qualified Plan Investments True/False 10.1 Every qualified plan must identify a “named fiduciary’ in the plan document. 10.2 Fiduciary rules indicate the specific responsibilities of each person involved in designing and maintaining a qualified plan. 10.3 Following ERISA guidelines for qualified plan investments generally results in selecting from a rather narrow range of investment strategies. Answers:
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Chapter 10 - TOOLS TECHNIQUES OF EMPLOYEE BENEFIT AND...

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